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Adding / Editing Questions in a checklist

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Written by Inanc Onur
Updated over 2 months ago

Adding / Editing Questions

Questions are the heart of your checklist—they guide the auditor and define what’s being evaluated. Each question you add consists of:

  • Question Text (required) – The main prompt or instruction.

  • Reason / Description (optional) – A short explanation to provide context or clarify what to look for.

  • Response Type – Defines how the auditor should answer (Yes/No, Rating, Photo, etc.). We’ll cover response types in detail later.


➕ Adding a Question

  • Click “Add Question” within any section or page.

  • Enter your question text (keep it clear and action-oriented).

  • Optionally, add a reason to guide the auditor or link to policy. Use the

    icon to expand the menu and choose Add Reason option.

  • Choose a response type (e.g., checkbox, text, image, rating).

Example:

  • Question: “Are fire extinguishers clearly accessible?”

  • Reason: “Ensure no obstructions block access in case of emergency.”

  • Response Type: Yes/No


✏️ Editing a Question

  • Hover over the question or the reason text.

  • You can modify the text, reason, or change the response type at any time.

  • Changes are saved automatically when you click “Done.”

  • To remove the reason, click on the menu iconand choose the Delete Reason option.


🗑️ Removing a Question

  • Click on the menu iconand choose the Delete Question option.

  • You'll be prompted to confirm before deletion.


🔀 Reordering Questions

  • Drag and drop questions to rearrange them within a section or page.

  • Group questions logically—for example, by process step, location, or priority.


🎯 Aligning the Question with the Response Type

There should be a smooth fit between your question and how the auditor is meant to answer. For example:

  • “Is PPE available?” → Yes/No

  • “Rate the cleanliness of the area” → 1–5 Scale or Star Rating

  • “Describe the issue found” → Long Text

Choosing the right response type helps auditors answer more accurately and prevents confusion or vague data.


✍️ Writing Better Audit Questions

Well-written questions help motivate your team and reduce “pencil-whipping” (mindlessly checking boxes without inspecting). Here are some tips:

✅ Be specific – Avoid vague prompts like “Check safety.” Instead say, “Are safety signs clearly visible at all entrances?”

💬 Use plain language – Make it easy for anyone to understand, regardless of experience.

🎯 Focus on observable facts – Ask for things the auditor can see, measure, or prove.

🙌 Create ownership – Questions that imply accountability (e.g., “Is today’s checklist signed by the supervisor?”) reduce shortcuts.

🔄 Avoid overload – Don’t ask too many questions at once. Spread them out over pages or sections for better focus.

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